test

Aryn Sands

@Safeguard Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$460.188MTotal holdings114
Assets growth rate8.45%Assets growth rate (2-Q avg)13.23%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Safeguard Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Safeguard Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 460.188M in assets, with a quarterly growth rate of 8.45% and a 2-quarter average growth rate of 13.23%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBDPIshares Tr
Recent Activity
Exited
0%
$2.255M
89,449 shares@ $25.21 avg price
IBTEIshares Tr
Recent Activity
Exited
0%
$1.934M
80,568 shares@ $24.0 avg price
VTVanguard Intl Equity Index F
Recent Activity
Exited
0%
$437,333
3,654 shares@ $119.69 avg price
IEMGIshares Inc
Recent Activity
Exited
0%
$408,013
7,107 shares@ $57.42 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$329,824
2,770 shares@ $119.08 avg price
BNDVanguard Bd Index Fds
Recent Activity
Exited
0%
$319,518
4,254 shares@ $75.12 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$291,078
1,774 shares@ $164.09 avg price
IBDXIshares Tr
Recent Activity
Exited
0%
$279,431
10,869 shares@ $25.71 avg price
MRKMerck & Co Inc
Recent Activity
Exited
0%
$271,326
2,389 shares@ $113.58 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$259,926
502 shares@ $517.79 avg price